Aditya Birla Sun Life Global Emerging Opportunities Fund
Direct · Growth ₹35.71
02 Jul 2026
NAV
7.5%
3Y CAGR
8.2%
5Y CAGR
7.5%
10Y CAGR
7.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.34
Sharpe
-41.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 9.1% | -39.7% | 53.0% |
| 3 Years | ₹36.00 L | ₹40.37 L | 8.7% | -22.1% | 27.7% |
| 5 Years | ₹60.00 L | ₹76.88 L | 9.6% | -3.7% | 19.8% |
| 7 Years | ₹84.00 L | ₹1.24 Cr | 10.5% | -3.3% | 17.6% |
| 10 Years | ₹1.20 Cr | ₹2.06 Cr | 10.0% | 5.9% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹2.75 Cr | 10.5% | 7.0% | 13.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.1% | 14.5% | 16.0% | -5.4% |
| 3 Years | 8.7% | 11.2% | 16.3% | -2.4% |
| 5 Years | 9.6% | 10.4% | 13.3% | -0.8% |
| 7 Years | 10.5% | 10.6% | 10.4% | -0.0% |
| 10 Years | 10.0% | 11.5% | 10.2% | -1.5% |
| 12 Years | 10.5% | 11.4% | 11.7% | -0.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.4% | 8.6% | -30.8% | 65.0% | 0.12 | 0.18 | 69% | — | — |
| 3 Years | 7.5% | 7.4% | -12.8% | 25.4% | 0.13 | 0.19 | 81% | — | — |
| 5 Years | 8.2% | 10.0% | -3.1% | 18.5% | 0.30 | 0.47 | 87% | — | — |
| 10 Years | 7.5% | 6.4% | 3.2% | 13.4% | 0.34 | 0.82 | 100% | — | — |
-41.9%
Max Drawdown
18 mo
Drawdown Duration
53 mo
Recovery Time
-11.0%
Avg Drawdown
Calmar Ratio by Duration
0.20
1Y
0.18
3Y
0.19
5Y
0.20
7Y
0.18
10Y
0.17
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.25 | 0.30 | 44.3% | 17.7% | 16.2% | -2.2% |
| 3 Years | +9.43 | 0.21 | 39.7% | 19.1% | 16.1% | 7.2% |
| 5 Years | +2.14 | 0.26 | 39.1% | 29.1% | 9.3% | 9.1% |
| 7 Years | +6.86 | 0.19 | 35.3% | 22.3% | 14.4% | 11.9% |
| 10 Years | +3.95 | 0.16 | 29.2% | 17.8% | 11.1% | 10.9% |
| 12 Years | -0.26 | 0.20 | 31.6% | 25.3% | 6.9% | 9.9% |
| 15 Years | -0.80 | 0.18 | 28.7% | 22.3% | 6.3% | 9.8% |